Tag Manager

Organize customers with tags your team can actually use.

SIXPAC Tag Manager helps businesses segment customers, organize workflows, and make customer records easier to search, filter, report on, and act on.

Built for teams that need cleaner customer organization without relying on scattered notes or spreadsheets.

SIXPAC Train Wise Fitness
o o o
Dashboard
Customers
Profiles
Tags
Segments
Schedule
Payments
Reports
Customer Tags
Segments, sources, interests, status, and follow-up needs
+ Add Tag
Joanna Engelberg
PilatesActive MemberReferral
Marcus Taylor
Personal TrainingPackage Holder
River Family
Family PlanFollow Up
Anna Kim
YogaIntro Offer

Tag Insights

Active Member128
Follow Up34
Referral19
Intro Offer41
Segments ready
Segment
Customers and Contacts
Search
Find Records Faster
Follow Up
Support Customer Workflows
Report
Understand Groups
The Problem

Customer records get harder to use when every customer looks the same.

Businesses need a simple way to group customers by interest, status, behavior, membership, source, service type, or follow-up need.

Without tags, teams rely on memory, notes, spreadsheets, or manual searching to understand who needs attention and why.

  • Customers are hard to segment by interest, status, or source.
  • Follow-up lists live in notes or spreadsheets.
  • Staff lose time searching for the right customer groups.
  • Reports and workflows are harder when records are not organized.

✅ The SIXPAC Tag Manager Fix

  • 1

    Create Useful Tags

    Build tags around interests, memberships, sources, statuses, services, or follow-up needs.

  • 2

    Apply Tags to Customers

    Keep customer profiles easier to understand and organize across your team.

  • 3

    Search and Filter Faster

    Find the right groups without digging through notes or exporting spreadsheets.

  • 4

    Support Follow-Up

    Use tags to support cleaner customer workflows, reporting, and next steps.

Customer organization that supports real workflows.

Tags make it easier to understand who your customers are, what they need, and where they fit in your business.

🏷️
Tags

Segment Customers

Group customers by interest, status, behavior, membership, source, service, or follow-up need.

🔎
Search

Improve Search

Make customer records easier to find, filter, and organize for daily work.

📊
Reporting

Support Reporting

Use customer groupings to better understand activity, sources, and business patterns.

Follow-Up

Track Next Steps

Help staff see which customers need outreach, renewal, onboarding, or attention.

👥
CRM

Cleaner Customer Records

Keep tags connected to customer profiles, bookings, purchases, documents, and payments.

Workflow

Reduce Manual Lists

Replace scattered spreadsheets and memory-based sorting with tags inside the platform.

Manual lists vs. connected customer tags

Tags help turn customer records into useful business segments your team can act on.

NeedNotes / SpreadsheetsSIXPAC Tag Manager
Segment customers and contactsManual
Improve search and filteringLimited
Support follow-up workflowsEasy to miss
Connect tags to customer profiles
Support reporting and customer groupsManual export
Work with CRM, bookings, payments, and documents

Ready to organize customers without another spreadsheet?

Watch the demo or book a walkthrough to see how SIXPAC Tag Manager connects customer segments with CRM, bookings, payments, documents, and reporting.

Watch the Demo

Tags · Segments · Customer records · Search · Follow-up · Reports